Capstone Investment Advisors
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Capstone Investment Advisors’s Essential Utilities WTRG Stock Holding History

Capstone Investment Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$277K Sell
2024
Q3 		$478K Buy
2024
Q1 		– Sell
2023
Q4 		$285K Buy
2017
Q1 		– Sell
2016
Q4 		$1.95M Buy
2016
Q3 		$493K Sell
2016
Q2 		$873K Buy
2016
Q1 		– Sell
2015
Q4 		$387K Buy